See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $7,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,164 | $95,274-69.4% | $135,903-78.5% | $74,419-60.8% |
| Participation rate | 93.1% | 78.2%+15.0pp | 81.9%+11.2pp | 70.7%+22.4pp |
| Annual return | 16.00% | 32.77%-16.8pp | 68.23%-52.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $3,082 | $3,874-20.5% | $4,856-36.5% | $2,637+16.8% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $17 | $266-93.7% | $10,762-99.8% | $348-95.2% |